VestGen Wealth Partners is introducing a dedicated retirement plan division aimed at supporting employers and participants with institutional-caliber fiduciary guidance and deeper engagement.
Designed as a cornerstone of a more comprehensive offering extending from plan design and fiduciary frameworks to participant education and eventual wealth handoffs as individuals exit employer plans, VestGen Retirement Services aims to help the firm compete more directly in the employer-sponsored plan arena.
The RIA has recruited a veteran retirement-focused team previously operating under Osaic and representing roughly $662 million in client assets. Headquartered in Oak Brook, Illinois, the group has advised business owners, HR departments and workers navigating retirement plan transitions for decades.
It’s led by Bob Greulich, CPFA, a well-known retirement strategist with over 40 years in the sector, who will head the new business line as managing director and wealth advisor. He continues to partner with James Kim, who will maintain his work with individual participants on rollovers and wealth-planning needs, supported by established service and operations specialists.
“Plan sponsors need compliant plans, but they also need a competitive advantage,” says Greulich. “A well-run retirement program helps companies attract and retain top talent, while giving employees the confidence to retire on time and with dignity.”
VestGen founder and CEO Josh Gerry emphasized the firm’s intent to fuse scale with advisor-led intimacy.
“The wealth management space is evolving rapidly, often at the expense of personalization. We’re building a firm that combines growth with soul — a unified ecosystem where employees don’t just access financial planning, they engage with it,” he says. “With the same reach as the largest providers, we deliver through advisors who know their clients by name. This addition is a gateway to that vision.”
VestGen Wealth Advisors recently hailed the six advisory practices representing $1.5 billion in client assets that it has added within its first 10 months since it launched in 2024, bringing its total to about $7 billion under management and a national network of 45 advisors.
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